On Thursday afternoon, digital currency concept stocks rose sharply. As of press time, Qitian Technology Group Co.Ltd(300061) 20% limit, Xgd Inc(300130) , Shenzhen Emperor Technology Company Limited(300546) rose more than 10%, and Beijing Cuiwei Tower Co.Ltd(603123) , Sinodata Co.Ltd(002657) , Hengbao Co.Ltd(002104) , Chutian Dragon Co.Ltd(003040) and other stocks rose by the limit.
From the perspective of capital flow, as of press time, the net inflow of main funds into the digital currency sector has exceeded 2.6 billion yuan, of which Beijing Cuiwei Tower Co.Ltd(603123) , Hengbao Co.Ltd(002104) , Qitian Technology Group Co.Ltd(300061) respectively received main positions of 621 million yuan, 432 million yuan and 367 million yuan.
On March 24, the central bank held a video conference on money, gold and silver and security in 2022. The meeting pointed out that we should solidly promote the pilot research and development of digital RMB, orderly expand the scope of the pilot, continuously improve the design and use, and gradually establish and improve the management system framework.
Ping An Securities Research Report suggested that we should grasp the digital RMB investment opportunities from two aspects: hardware equipment and software system. With the improvement of the acceptance of relevant “hard wallets”, relevant digital RMB hardware developers will have the opportunity to obtain more relevant orders and promote the improvement of performance. At the same time, with the popularity of digital RMB, relevant financial institutions need to upgrade the matching of relevant software systems, or will bring huge demand for system upgrading to relevant software manufacturers.
Wanlian Securities pointed out that the current development of digital RMB is advancing steadily, and many cities across the country are actively striving to join the second batch of pilot cities. With the orderly expansion of pilot cities and pilot scenarios, the use frequency of digital RMB will increase rapidly, which will help to more deeply test the performance of digital RMB system and further improve it to the level of steady-state ease of use at the technical level.
Citic Securities Company Limited(600030) believes that the promotion of digital RMB as a payment infrastructure in the era of digital economy is the general trend. Based on the characteristics of digital RMB, users’ payment habits and mobile payment market pattern may face the opportunity of reshaping. The active participation of various manufacturers is expected to bring more imagination to the promotion and application of digital RMB. Digital RMB has the technical conditions for cross-border use, and is expected to extend from retail to cross-border payment in the future, so as to strengthen the international competitiveness of RMB in combination with the first mover advantage. With the continuous promotion of digital RMB application, relevant industrial chains are expected to continue to benefit. It is suggested to pay attention to service providers related to Hard Wallet manufacturing, supporting transformation of collection equipment and acceptance terminals, construction of commercial banking system and security technology.
